Getting new clients up and running in TaxTank doesn’t need to be time-consuming. That's why we’ve created a downloadable Client Onboarding Checklist to help you establish a repeatable, efficient setup process across your firm.
Whether you’re managing setup for your clients or guiding them through it during a video call, this checklist outlines the key steps to make sure everything is captured correctly from day one.
Why use the checklist?
Saves time with a structured onboarding process
Reduces errors and missed information
Helps junior team members follow best practices
Ensures clients get value from day one
How to use it in your firm
Download the Client Onboarding Checklist
Use it as a reference during each client onboarding
Adapt it to your workflow or turn it into a task template in your CRM or practice software
Share it with your team to ensure a consistent approach
💡 Tip: Combine this checklist with our video tutorials or support articles to create a fully guided onboarding experience for clients.